Olectra Greentech Ltd (BOM:532439)

Q2 2026 Olectra Greentech Ltd Earnings Call Transcript

Nov 11, 2025 / 05:30 AM GMT

Release Date Price: ₹1428.55 (+1.46%)

Transcript

Key Points

Positve

Olectra Greentech Ltd (BOM:532439) reported its highest ever quarterly deliveries of 375 electric vehicles, including 25 electric tippers, in Q2 2026.
The company's revenue increased by 25% in Q2, driven by higher deliveries and strong demand.
Olectra Greentech Ltd (BOM:532439) achieved the highest profit in a quarter with an EBITDA of 93.01 crore, reflecting operational efficiency and scale.
The company has a robust order book with over 9,000 orders in the pipeline, indicating strong future demand.
Olectra Greentech Ltd (BOM:532439) has received a homologization certificate for blade battery technology, which is expected to enhance efficiency and is set to be productionized by Q4 2026.

Negative

There is margin compression due to a product mix shift as volumes ramp up, with historical margins as a percentage not being sustained.
The company faces challenges with depot readiness and infrastructure availability, which could delay bus deliveries.
Olectra Greentech Ltd (BOM:532439) is dependent on imports for battery cells and some motor components, which could be affected by supply chain disruptions.
The company has not received any large orders in the past 1.5 years, raising concerns about future order inflow.
There are geopolitical and supply chain challenges, such as permanent magnet restrictions, that could impact production and delivery schedules.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OLEC.NS - Olectra Greentech Ltd
Q2 2026 Olectra Greentech Ltd Earnings Call
Nov 12, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Electra Green Tech Limited Q2 F5 26 owning conference call hosted by Nomura.

As a reminder, all participant lines will win the listen-only mode, and there will be an opportunity for you to ask questions.

After the presentation concludes, should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Mr. Kaens Singh from Nomura.

Thank you and over to you, sir.

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Unidentified_2 [2]
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